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MDLV vs JPSV

Morgan Dempsey Large Cap Value ETF vs Jpmorgan Active Small Cap Value ETF

MDLV

Morgan Dempsey Large Cap Value ETF

Annual cost

0.58%

Fund size

$40M

JPSV

Jpmorgan Active Small Cap Value ETF

Annual cost

0.74%

Fund size

$25M

Key differences

Both MDLV and JPSV are equity ETFs. MDLV charges 0.58% a year and JPSV 0.74%. The main difference: MDLV costs 0.16% less per year.

  • MDLV costs 0.16% less per year.

Side-by-side comparison

MDLVJPSV
Annual cost (TER)0.58%0.74%
Fund size (AUM)$40M$25M
Since20232023
Dividend yield2.82%1.27%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+21.1%+17.9%
CAGR 3Y+13.6%+13.3%
CAGR 5YN/AN/A
Sharpe 3Y0.930.59
Volatility 1Y8.77%15.59%
Max drawdown-10.71%-22.78%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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